U.S. Bancorp

1 week ago

Wealth Management Advisor - Queen Anne, WA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Lead investment planning and deliver tailored investment and insurance solutions for clients and families. Partner with the Wealth Management Team to build goals-based portfolios through portfolio management, trust administration, investment advisory, and insurance. Provide economic and market views, investment strategy, and manager/fund/security research and due diligence using U.S. Bank Asset Management Group and open-architecture options. Focus on client goals, relationship management, and growth in the affluent segment.

Location: Seattle

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of wealth management strategies including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the team to understand clients’ goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture as appropriate, including research and due diligence.
•Deliver economic and market views, investment strategy, and tailored investment management and insurance services based on each client’s situation.
•Present investment strategies effectively and maintain a holistic approach to planning to support client relationships and growth.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
•Strong knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
•Strong relationship management and ability to present investment strategies while maintaining a holistic planning approach.

Experience:3-5 yearsFinancial servicesAffluent clientsWealth management

Education:Bachelor's

Skills:Relationship managementSalesAnalytical thinkingProblem-solvingCommunication

Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Tech Stack:Desktop planning tools

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Wealth Management Advisor - Queen Anne, WA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Seattle

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Facilitate delivery of wealth management strategies including portfolio management, trust administration, investment advisory, and insurance.
•Partner with the team to understand clients’ goals and objectives and construct goals-based investment portfolios.
•Advise clients using U.S. Bank Asset Management Group or open architecture as appropriate, including research and due diligence.
•Deliver economic and market views, investment strategy, and tailored investment management and insurance services based on each client’s situation.
•Present investment strategies effectively and maintain a holistic approach to planning to support client relationships and growth.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

•Bachelor’s degree or equivalent work experience.
•3 to 5 years of experience in a financial sales position, preferably with the affluent client segment.
•FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
•Strong knowledge of financial planning (goals-based planning, asset allocation, retirement planning, education funding).
•Strong relationship management and ability to present investment strategies while maintaining a holistic planning approach.

Experience:3-5 yearsFinancial servicesAffluent clientsWealth management

Education:Bachelor's

Skills:Relationship managementSalesAnalytical thinkingProblem-solvingCommunication

Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Tech Stack:Desktop planning tools

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor